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Internet service technology

Leveraging technology to serve your clients

Advisors face a host of challenges integrating new tech

How to prevent client complaints

At FP Canada's annual conference, Ellen Bessner outlined red flags to identify and mitigate

signs for help, support, advice, guidance

Advisor business support growing across Canada’s wealth firms

There's higher demand for advisor coaching and consulting that can't be ignored

  • By: Katie Keir
  • November 24, 2022 November 24, 2022
  • 09:00
Business Communication Connection People Concept

Asking clients the right questions to build relationships

Advisors' questions can influence how much clients share and how comfortable they are

  • By: Katie Keir
  • November 23, 2022 November 23, 2022
  • 14:08
senior long-term care

Tips for two tough conversations with clients

Care needs, living benefits were topics at IFB’s fall summit

Financial Advisor Assisting Senior Couple

Canadians’ financial confidence slipping amid recession fears: survey

IG Wealth's latest index shows most Canadians expect a recession next year

  • By: Katie Keir
  • November 9, 2022 November 9, 2022
  • 08:00
Serena Williams

Time for advisors to rethink ‘retirement’

The traditional idea is increasingly outdated

house plan accessible

Renovate a home so clients can age in place

Tips (and costs) for an accessible home

senior woman

Financial planners adjust to new retirement realities

Retirement doesn’t look the same as it did 20 years ago. Plans shouldn’t, either.

senior man depressed

Reasons for unhappiness in retirement

More than just income, employment can provide a reason to get out of bed in the morning

conversation about increasing savings

A little imagination — and a little fear — go a long way in retirement savings

Behavioural tips to address the savings gap

women sitting and reading

Should clients use home equity to fund retirement?

Experts urge caution with this approach

confidential

Ensure client privacy when planning for succession

There are ethical and practical considerations when selling your book

How to prepare for the hybrid DIY future

Digitization can provide product advice, but clients still want to talk to humans

Ethereum completes ‘Merge’ upgrade to network

The long-awaited change has implications for investors

U.S. investors not using advisors for crypto: report

Many investors with advisors are trading crypto via platforms such as Coinbase and Binance

What is one thing you wish you’d considered before retiring?

We asked three retired advisors

Client Confidential: Bob Lai

We talk to a proponent of the Financial Independence Retire Early movement

Stress-test financial plans to ease client anxieties

After recent turmoil, clients may be more willing to consider high-risk events

Halfway through an SRO ban, ex-rep agrees to new suspension

An OSC enforcement action against a former rep has extended an existing suspension

China’s growth picks up in Q3 as recovery takes hold

Retail sales finally returned to pre-virus levels

CE Course: Optimal asset location

Examining how taxes, expected investment outcomes and utility can affect asset location

Help retired clients avoid high-pressure sales tactics

Be sensitive to the psychology and life-stage perspective of retirees

  • By: Al Emid
  • November 6, 2013 December 9, 2019
  • 07:00

Advisors can do more to help their clients relax in retirement

Retirees are re-assessing how they deal with financial markets

  • By: Al Emid
  • October 30, 2013 December 9, 2019
  • 07:00

The whole picture: Understanding the needs of aging clients

The process of aging can take its toll